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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
576
Redwood Financial Network
Ohio
$327K
RPWA
577
Regent Peak Wealth Advisors
Georgia
$324K
PNAA
578
Pictet North America Advisors
Switzerland
$320K
KWM
579
Kingsview Wealth Management
Oregon
$317K
TP
580
Tranquility Partners
Tennessee
$316K
ICP
581
Impact Capital Partners
Colorado
$316K
COCM
582
Charter Oak Capital Management
New Hampshire
$314K
TWM
583
Thryve Wealth Management
Texas
$311K
TFCP
584
Twin Focus Capital Partners
Massachusetts
$309K
SCTC
585
Sanibel Captiva Trust Company
Florida
$305K
CAM
586
Cozad Asset Management
Illinois
$303K
AWM
587
Aprio Wealth Management
Georgia
$301K
Allianz Asset Management
588
Allianz Asset Management
Germany
$299K
BIG
589
Brookwood Investment Group
Arizona
$296K
ZI
590
ZEGA Investments
Florida
$295K
DW30
591
Drucker Wealth 3.0
New Jersey
$293K
KA
592
Kovack Advisors
Florida
$293K
WCG
593
Weaver Consulting Group
California
$293K
TVPW
594
Third View Private Wealth
Connecticut
$292K
CIBC World Market
595
CIBC World Market
Ontario, Canada
$291K
SCA
596
Snowden Capital Advisors
New York
$291K
RWM
597
Ritholtz Wealth Management
New York
$289K
LWM
598
LightSquare Wealth Management
Michigan
$289K
HWA
599
Heartwood Wealth Advisors
Virginia
$288K
MAM
600
Milestone Asset Management
Pennsylvania
$287K